ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $24,696 | -70.9% | 541 | -71.5% | 0.01% | -77.8% |
| Q4 2022 | $84,739 | +2.1% | 1,897 | -5.2% | 0.04% | +414.3% |
| Q1 2022 | $83,000 | -2.4% | 2,000 | -27.3% | 0.01% | -12.5% |
| Q4 2021 | $85,000 | +129.7% | 2,750 | +118.9% | 0.01% | +100.0% |
| Q2 2021 | $37,000 | +8.8% | 1,256 | +0.4% | 0.00% | -20.0% |
| Q1 2021 | $34,000 | +1600.0% | 1,251 | +1713.0% | 0.01% | +150.0% |
| Q4 2018 | $2,000 | -99.0% | 69 | -98.2% | 0.00% | -98.1% |
| Q4 2013 | $195,000 | – | 3,879 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
| Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
| Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
| AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
| Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
| Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
| SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
| EQ LLC | 64,473 | $2,458,000 | 1.94% |
| First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |